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Argent Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Argent Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
14,405
-144
-1% -$17.3K 0.44% 57
2025
Q4 		$1.79M Buy
14,549
+937
+7% +$115K 0.5% 50
2025
Q3 		$1.64M Buy
13,612
+275
+2% +$31.6K 0.48% 55
2025
Q2 		$1.47M Buy
13,337
+276
+2% +$27.3K 0.45% 59
2025
Q1 		$1.21M Buy
13,061
+1,029
+9% +$104K 0.41% 66
2024
Q4 		$1.22M Buy
12,032
+551
+5% +$55K 0.45% 61
2024
Q3 		$1.1M Sell
11,481
-1,648
-13% -$152K 0.41% 68
2024
Q2 		$1.21M Buy
13,129
+309
+2% +$26.6K 0.48% 58
2024
Q1 		$1.08M Sell
12,820
-1,067
-8% -$85.7K 0.43% 62
2023
Q4 		$1.04M Sell
13,887
-321
-2% -$22.8K 0.46% 63
2023
Q3 		$972K Buy
14,208
+584
+4% +$41.3K 0.44% 57
2023
Q2 		$960K Sell
13,624
-1,091
-7% -$72.1K 0.44% 57
2023
Q1 		$940K Buy
14,715
+2,146
+17% +$131K 0.45% 58
2022
Q4 		$735K Sell
12,569
-217
-2% -$13K 0.38% 67
2022
Q3 		$740K Sell
12,786
-829
-6% -$53.9K 0.43% 61
2022
Q2 		$822K Buy
13,615
+2,076
+18% +$137K 0.46% 62
2022
Q1 		$881K Sell
11,539
-5,457
-32% -$410K 0.47% 63
2021
Q4 		$1.42M Buy
16,996
+540
+3% +$43.5K 0.77% 32
2021
Q3 		$1.22M Buy
16,456
+226
+1% +$17.2K 0.7% 36
2021
Q2 		$1.18M Sell
16,230
-2,793
-15% -$193K 0.72% 36
2021
Q1 		$1.24M Buy
19,023
+1,622
+9% +$105K 0.8% 30
2020
Q4 		$1.11M Sell
17,401
-3,883
-18% -$235K 0.68% 38
2020
Q3 		$1.23M Buy
21,284
+304
+1% +$17.2K 0.84% 29
2020
Q2 		$1.09M Buy
20,980
+2,672
+15% +$128K 0.83% 28
2020
Q1 		$755K Buy
18,308
+1,416
+8% +$67K 0.76% 34
2019
Q4 		$817K Buy
+16,892
New +$783K 0.61% 38

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Argent Advisors's IVW Position: Q1 2026 in Review

Argent Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.99% in Q1 2026, selling an estimated $17.3K and leaving 14,405 shares worth $1.63M. The position accounts for 0.44% of the portfolio, ranked #57.

Argent Advisors first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.79M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Argent Advisors held 14,405 shares of iShares S&P 500 Growth ETF worth $1.63M as of Q1 2026.
  • Argent Advisors sold 144 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.3K.
  • iShares S&P 500 Growth ETF made up 0.44% of Argent Advisors's portfolio in Q1 2026, its #57 holding.
  • Argent Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Argent Advisors's iShares S&P 500 Growth ETF position peaked at $1.79M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.